+ Newlywed Meds

Nate & Victoria

Nate is an attending ER Physician and his wife Victoria is a Nurse Practitioner. They're looking to prudently manage their suddenly increased income as they balance student debt, saving for a home, and catch up on retirement/education savings. Where should they start? Victoria is also concerned about whether they have the right insurance in the event something happened to Nate, but is leery of insurance salesmen.

+ THE CORPORATE COUPLE

Sara & Jim

Sara is a director at a Fortune 500 company. Jim is entering his 10th year with a small privately held company as a software engineer. They have excess income, but aren't sure where it would be put to best use. They want kids, but they want to be financially prepared first. How can they afford to build an emergency fund, invest toward retirement, and save for children? They're also interested in lightening their tax burden.

+ THE BALANCING ACT BUSINESS OWNER

Cole & Jill

Cole's an entrepreneur, and Jill's works in marketing. They’ve been married 5 years and have a 2-year-old with another on the way. Cole’s financial focus has been mostly on his businesses. Jill worries about her student loans. How can they reduce the financial concentration risk of his businesses, pay down loans and plan education costs?

**Serving Established and Flegling Business Owners

The Process:

3 Initial Plan Meetings in the first 60-90 days to set your course

Semi-annual progress meetings after Initial Plan (spring/fall)

Anytime access between meetings to a dedicated CERTIFIED FINANCIAL PLANNER™

Services Provided:

A dedicated relationship with a CFP® to hold you accountable and keep you on track

Low cost, evidence based investment management

Cashflow and budget planning to automate and simplify savings/spending